Mark Turner
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Mark Turner Email & Phone Number

Portfolio Manager at Old North State Trust
Location: Greensboro--Winston-Salem--High Point Area, United States, United States 6 work roles 2 schools
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Current company
Old North State Trust
Role
Portfolio Manager
Location
Greensboro--Winston-Salem--High Point Area, United States, United States
Company size
29 employees

Who is Mark Turner? Overview

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Mark Turner is listed as Portfolio Manager at Old North State Trust, a company with 29 employees, based in Greensboro--Winston-Salem--High Point Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Mark Turner.

Mark Turner previously worked as Senior Wealth Investment Manager at Wells Fargo and Investment Advisor at Wachovia Trust Company, Inc.. Mark Turner holds Bachelor Of Science - Bs, Finance And Financial Management Services from Clemson University.

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Old North State Trust

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Profile bio

About Mark Turner

I am a Portfolio Manager with over two decades of experience in the financial services industry. My career is driven by a dual passion: helping people reach important life goals and fostering meaningful relationships built on trust and mutual respect. I am deeply committed to leveraging my expertise and passion to empower individuals and families to achieve financial security and pursue their dreams with confidence. I believe in building relationships that transcend transactions, earning the trust and loyalty of clients through empathy and a steadfast commitment to their financial well-being.At Old North State Trust I help manage a diverse book of business comprising of approximately 500 accounts and assist with the portfolio asset allocation, due diligence, and compliance/regulatory matters. More than just managing assets, I see myself as a trusted advisor, guiding clients through life's milestones with personalized attention and open communication.Throughout my career, I've earned accolades such as the Investment Manager of the Year and Best Shot awards for delivering "above and beyond" standard client servicing expectations. My ultimate satisfaction comes from seeing clients achieve their goals, whether it's retiring comfortably, funding a child's education, or realizing their philanthropic dreams.

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Mark Turner's current company

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Old North State Trust
Old North State Trust
Portfolio Manager
greensboro, north carolina, united states
Website
oldnorthstatetrust.com
Employees
29
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6 roles

Mark Turner work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Old North State Trust

Greensboro--Winston-Salem--High Point Area

Jun 2024 - Present

Senior Wealth Investment Manager

Wells Fargo

Winston-Salem, North Carolina, United States

  • Responsible for book of business comprising 500 accounts worth approximately 400M entailing complex portfolios for affluent and high net worth individuals, trusts, and philanthropic institutions.
  • Lead the National Best Practices Group of 12 Investment Mangers for 7 years working closely with senior management in different areas of the company to assure consistent adherence to investment risk policy and.
  • Managed asset allocations based on agreed upon Investment Policy Statements for each portfolio and actively reviewed, monitored, and rebalanced portfolios at least yearly.
  • Analyzed and presented account performance and economic trends through regular reviews with individuals, institutions, beneficiaries, remaindermen, and Investment Committees as a subject matter expert.
  • Strong level of risk management controls by monitoring asset allocation drift, sell rated securities, concentrations, overall risk tolerance, and annual Reg 9 reviews.
  • High level of customer service by regular client contacts via phone, in person, and video calls and maintained a 90% retention ratio that resulted in additional deposits to portfolios.
Jun 2003 - Mar 2024

Investment Advisor

Wachovia Trust Company, Inc.

Winston-Salem, North Carolina, United States

  • Served as Investment liaison for Trust Center working with a Team consisting of 14 Trust advisors, two team leaders, and Director of Trust Center to facilitate investment discussions, performance reviews, capital.
  • Member of the leadership team to review overall risk controls, projects, and business execution of the Trust Center.
  • Managed a book of Trust accounts when there were open positions and was responsible for year-end account reviews, customer service, discretionary distributions, and other fiduciary duties.
  • Facilitated discussions and meetings with Wealth Management teammates to guarantee risk policy and procedures were being adhered to within the Trust Center portfolios.
Dec 2001 - Jun 2003

Investment Management Advisor Associate

Wachovia Wealth Management, Inc.

Greenville, South Carolina, United States

  • Researching market trends and assisting with the development of investment plans in collaboration with the wealth manager.
  • Working closely with the Wealth Team to prepare client and prospect presentations
Sep 2000 - Dec 2001

Investment Consultant

Wachovia Securities

Greenville, South Carolina, United States

  • Responsible for retail brokerage and insurance sales within 4 bank branches
  • Exceeded first year sales goal by 10%
Oct 1998 - Sep 2000

Regional Compliance Analyst

First Union Brokerage Services

Greenville, South Carolina, United States

  • Performed Office of Supervisory Jurisdiction and branch reviews in 3 states to assure compliance with financial industry regulations.
  • Examinations focused on sales practices, recordkeeping, and supervision of licensed branch employees.
Aug 1996 - Oct 1998
Team & coworkers

Colleagues at Old North State Trust

Other employees you can reach at oldnorthstatetrust.com. View company contacts for 29 employees →

JA Julianne Assad Julianne Assad Colleague at Old North State TrustWilmington, North Carolina, United States, United States View → AD Amy Dillard Amy Dillard Colleague at Old North State TrustLexington, North Carolina, United States, United States View → SE Spence Evans, Ctfa Spence Evans, Ctfa Colleague at Old North State TrustGreenville, North Carolina, United States, United States View → LH Lisa Haiges Lisa Haiges Colleague at Old North State TrustGreensboro, North Carolina, United States, United States View → TD Tam De St. Aubin Tam De St. Aubin Colleague at Old North State TrustSiler City, North Carolina, United States, United States View → MO Marketing Onst Marketing Onst Colleague at Old North State TrustWilmington, North Carolina, United States, United States View → TS Tammy Sharpe Tammy Sharpe Colleague at Old North State TrustGreensboro--Winston-Salem--High Point Area, United States View → NM Nicholas Matthews Nicholas Matthews Colleague at Old North State TrustGreensboro, North Carolina, United States, United States View → CL Carolyn Leggett Carolyn Leggett Colleague at Old North State TrustLiberty, North Carolina, United States, United States View → LA Laura Allen Laura Allen Colleague at Old North State TrustUnited States, United States View →
2 education records

Mark Turner education

FAQ

Frequently asked questions about Mark Turner

Quick answers generated from the profile data available on this page.

What company does Mark Turner work for?

Mark Turner works for Old North State Trust.

What is Mark Turner's role at Old North State Trust?

Mark Turner is listed as Portfolio Manager at Old North State Trust.

Where is Mark Turner based?

Mark Turner is based in Greensboro--Winston-Salem--High Point Area, United States, United States while working with Old North State Trust.

What companies has Mark Turner worked for?

Mark Turner has worked for Old North State Trust, Wells Fargo, Wachovia Trust Company, Inc., Wachovia Wealth Management, Inc., and Wachovia Securities.

Who are Mark Turner's colleagues at Old North State Trust?

Mark Turner's colleagues at Old North State Trust include Julianne Assad, Amy Dillard, Spence Evans, Ctfa, Lisa Haiges, and Tam De St. Aubin.

How can I contact Mark Turner?

You can use AeroLeads to view verified contact signals for Mark Turner at Old North State Trust, including work email, phone, and LinkedIn data when available.

What schools did Mark Turner attend?

Mark Turner holds Bachelor Of Science - Bs, Finance And Financial Management Services from Clemson University.

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